Check the background of this firm on FINRA's BrokerCheck.
![Jon Carroll](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b65e1e63c0d1c72738_64384c74325e294df454d685_jon%2520headshot2.jpeg)
Jon Carroll
Field Director / Financial Advisor
![Caroline Clark](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b4e4672c7bc2c15a8e_6372609ade7236a771ea1fbf_CC%2520resize.jpeg)
Caroline Clark
Client Service Associate
![Ragland Coxe](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b807601ea1fab7423c_643844f91231066ad582f4dd_rags%2520headshot.jpeg)
Ragland Coxe
Financial Advisor
![Jason Creech](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b506c7b0b9579ccc33_5c65725339e719af11b13091_Creech-Jason.jpeg)
Jason Creech
CFO / OSJ Manager
![Gavin Dooley](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b5aac95ed0fd250500_6230ef5175bbfa2b87fa7641_dooley%2520new.jpeg)
Gavin Dooley
Financial Advisor
![Ethan Early](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661702eb4013074201fbccfb_Ethan-Early.jpg)
Ethan Early
Client Service Associate
![Jack Felix](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661702fc498f6e7d298f9325_Jack-Felix.jpg)
Jack Felix
Financial Advisor
![Britt Gilbert](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b48faef74d39316205_6230efbec0ac0fe4539eb994_bg%2520new.jpeg)
Britt Gilbert
CEO / Managing Partner
![Nathan Heinlein](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/66170314c2ba91a8dbfbc79c_Nathan-Heinlein.jpg)
Nathan Heinlein
Financial Consultant
![Michael Henry](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b7b55df0c7e2ca783f_6203e31ff7390f861a059036_MH%2520-RetoucheDDDd.jpeg)
Michael Henry
Financial Advisor
Katelyn Krumwiede
Administrative Assistant
![Rhett Lindler](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b8afcd7f78fca801d1_64382db608b69789f819ab9a_rhett%2520headshot.jpeg)
Rhett Lindler
Financial Advisor
![Lindsay Loignon](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b759911cb8509ea92f_6372635c45249e42c7a29f4a_ll%2520resize%25201.jpeg)
Lindsay Loignon
Financial Advisor
![Sam McBride](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b8d322bc7be4b3bdc9_5c70329b8128cbb2ea24e733_McBride-Sam-v2.jpeg)
Sam McBride
Financial Advisor
![Paul Newell](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b8b199340f6cd93656_6230edaa6b70b56da4b1ab4f_newell%2520headshot1.jpeg)
Paul Newell
Financial Advisor
![Nicholas Pavia](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b7b47c45382a60b1ba_5c65729539e719a9f1b13182_Pavia-Nick.jpeg)
Nicholas Pavia
Financial Advisor
![Alex Roliczek](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b405176bbc63303480_6438478deaad7b0d08a4fb66_alex%2520headshot2.jpeg)
Alex Roliczek
Financial Advisor
![Kristin Schwalbe](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b62ec51fc356353766_637263bf7d6ddf0e7859d27c_ks%2520resize.jpeg)
Kristin Schwalbe
New Business Processor
![Keating Simons](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b66adfceee28984448_6438455bedcd123518ecbeec_kat%2520headshot.jpeg)
Keating Simons
OSJ Principal
Jack Solen
Financial Advisor
![Ashley Stoll](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661702a57f15ac47196ee4ef_Ashley-Stoll.jpg)
Ashley Stoll
Client Service Associate
![Tyler Tenaglia](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b8b199340f6cd936b5_6203e39970876e91e17c4da0_TT-%2520RetouchedDDD.jpeg)
Tyler Tenaglia
Investment Consultant
![Noah Tremaine](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b71bc07f21cc2fff03_6438423c54c7f97ff4ed16bc_noah%2520headshot.jpeg)
Noah Tremaine
Financial Consultant
![Todd Turner CEPA®](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b85e1e63c0d1c72b94_5c6573026c778d2f55fa97cc_Turner-Todd.jpeg)
Todd Turner CEPA®
Financial Advisor
![Ellerie Walker](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b46adfceee2898420b_5c6573199a3f5bce33d17282_Walker-Ellerie.jpeg)
Ellerie Walker
Practice Manager
![Heather Wanner](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b5498f6e7d298dab77_5eeb7d4fefc4e6e532582ec9_wanner-heather.jpeg)
Heather Wanner
Marketing & Recruiting Manager
![Emily Welsh FPQP®](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b4b28533fff5f7e15b_5f9ad377f19c7ab8b9685427_Welsh%252C%2520Emm.jpeg)
Emily Welsh FPQP®
Financial Paraplanner
![John Welsh](https://cdn.prod.website-files.com/64d16d5061f0f96a1a468b1c/661700b58faef74d39316346_6406074578e16561d57ca008_My%2520project.jpeg)
John Welsh
Financial Advisor
Clark Wilson
Financial Advisor
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